Sage 200 UKI Ideas Portal

Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.

ADD A NEW IDEA

Clear

Ideas

    Showing 14

    Implement URN traceability across POP, Stock and financial ledger

    At present the system does not track POP entries across stock history and financial ledgers. There are 2 scenarios to consider. a) prices updated at invoice received. This should in principle be straight forward as the invoice entry generates the ...
    Katja Monks 8 months ago in URN 0 Idea Accepted - Gauging Support

    Year end Process - Profit & Loss Movement to Retained Profits

    I'm struggling to understand why the journal transferring balances from the profit and loss nominal codes to retained profits isn’t shown during the year-end process. It would make complete sense to display this movement clearly. (The journal wipi...
    Russell Russell 7 months ago in Year end 0 Idea Accepted - Gauging Support

    Display URN Number displayed when posting transactions

    URN number displayed when a transaction is posted. This was on Sage 50 at the bottom of the task bar.
    Guest over 9 years ago in URN 0 Idea Accepted - Gauging Support

    Year End Progress Update

    When running the Year End process it would be useful to have more information than Processing I've had two databases sit there in a state of limbo with this message for a considerable time over the last few days unable to tell if the process had c...
    Guest over 4 years ago in Year end 0 Idea Accepted - Gauging Support

    Year End Account Maintenance - P&L transactions are archived, which relate to current Financial Year, but with transaction dates relating to the Previous Financial Year

    Despite the warning that the Account Maintenance routine for P&L Transactions should be run immediately following a Year End routine, some customers are running this routine at a later date. Transactions have then been entered with transaction...
    Eric Belshaw 7 months ago in Year end 0 Idea Accepted - Gauging Support

    Remove Profit and Loss transactions to take notice of the period

    A customer of mine has backdated transactions in Sage 200 prior to running the year end, they didn't want last years nominal updated but they wanted to update their Customer and Supplier balances. Backdating these transactions using 30/4/21 is fin...
    Gary Butler over 4 years ago in Year end 0 Idea Accepted - Gauging Support

    URN number display when posting

    Can we have the final URN number display in the green pop up box once a purchase invoice or batch transaction is posted?
    Guest about 10 years ago in URN 0 Idea Accepted - Gauging Support

    Make Year End Journals Double Entry

    The year end routine posts a one sided journal to the retained profit account and adjusts the balances on the headers of the P&L accounts, but this means if you want to do any transaction based reporting spanning multiple years (lots of custom...
    Vicky Poole about 8 years ago in Year end 0 Idea Accepted - Gauging Support

    Add the last used URN to bottom right of screen (as Sage50)

    Add to the bottom grey bar, the last issued URN as per Sage50 - as this can be used as a unique file reference number for writing on the paper copy of the invoice to store, and crucially to assist recover paper copy for Audit inspection.
    Guest over 9 years ago in URN 0 Idea Accepted - Gauging Support

    Nominal Removal of Previous Year Profit amp; Loss Transactions

    Current option removes transactions based on Transaction date only. nbsp;In the scenario whereby the first period has been opened, transactions dated for the previous Financial year have been posted and Removal of previous year Profit amp; Loss ha...
    Anthony Lester about 10 years ago in Year end 0 Idea Accepted - Gauging Support